You can create G/L accounts manually or, if you use account segments, you can generate them automatically.
Use automatic generation for the following purposes:
To create active accounts from a combination of different segments
Active accounts are accounts in the chart of accounts to which journal entries are posted.
Segments represent the specific business units, such as company, division, region, department, group, or categories, such as travel expense, box office revenue, product line, and so on, that you want to track.
Automatically generated accounts are based on a combination of different segments.
To create a specific G/L account simultaneously in several different account groups, for example, departments
From the SAP Business One Main Menu, choose
.The Chart of Accounts window appears.
Select the drawer to which you want to add the account.
In the list of accounts, click at the level where you want to add the account.
In the menu bar, switch to Add mode by choosing
.In the G/L Account field, enter a unique code and then specify all other relevant data.
Choose Add.
The new account is added at the specified level of the selected drawer, as the last account on that level. If you have not specified a default, it is created as an active account at level two.
Note
As long as no transactions have been posted, you can change any details/parameters in the Edit Chart of Accounts window.
You can also create an account in the Edit Chart of Accounts window.
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Prerequisites
‑ Account segmentation is allowed for your country or state.
‑ The option Use Segmentation Accounts is selected in
on the Basic Initialization tab.Note
Once a single journal entry has been posted, you can no longer change the selection for this option.
Procedure
From the SAP Business One Main Menu, choose
.In the Account Code Generator window, specify the required information.
In the Segment Codes – Selection Criteria window, specify the selection criteria for the segment codes.
In the Account Code List window, make the necessary settings and choose Add.
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